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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - January 17, 2020
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The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
Hartford Healthcare Fund HLS IB (HBGHX - Free Report) has a 1.15% expense ratio and 0.84% management fee. HBGHX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. With yearly returns of 10.31% over the last five years, this fund clearly wins.
Franklin International Growth Adviser (FNGZX - Free Report) is a stand out amongst its peers. FNGZX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 10.41%, expense ratio of 0.8% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Harbor Large Cap Value Institutional (HAVLX - Free Report) . Expense ratio: 0.68%. Management fee: 0.6%. Five year annual return: 12.22%. HAVLX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio - January 17, 2020
The funds in our "Magnificent Retirement Mutual Funds" list are some of the top-performing, best managed funds available. If you're already invested in them, congratulations! If you're not, don't worry - it's never too late to start getting the advantages of these outstanding funds for your retirement.
How can you tell a good mutual fund from a bad one? It's pretty basic: if the fund is diversified, has low fees, and shows strong performance, it's a keeper. Of course, there's a wide range, but using our Zacks Rank, we've found three mutual funds that would be great additions to any long-term retirement investors' portfolios.
Here are the funds that have achieved the #1 (Strong Buy) Zacks Rank and have low fees.
Hartford Healthcare Fund HLS IB (HBGHX - Free Report) has a 1.15% expense ratio and 0.84% management fee. HBGHX is part of the Sector - Health category, offering investors a focus on the healthcare industry, one of the largest sectors in the American economy. With yearly returns of 10.31% over the last five years, this fund clearly wins.
Franklin International Growth Adviser (FNGZX - Free Report) is a stand out amongst its peers. FNGZX is a part of the Non US - Equity fund category, many of which will focus across all cap levels, and will typically allocate their investments between emerging and developed markets. With five-year annualized performance of 10.41%, expense ratio of 0.8% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Harbor Large Cap Value Institutional (HAVLX - Free Report) . Expense ratio: 0.68%. Management fee: 0.6%. Five year annual return: 12.22%. HAVLX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value.
So, there you have it - if your advisor has you invested in any of our "Magnificent Retirement Mutual Funds," they are certainly earning their keep. If not, you may want to look elsewhere.
Do You Know the Top 9 Retirement Investing Mistakes?
Investing in underperforming mutual funds is just one of the key errors that can derail your retirement plans.
To learn more, read our just-released report: 9 Retirement Mistakes You Need to Avoid.